donkeyDdevelops @donkeyDdevelops
Fmr inst apt developer. Venting, memes. Occasionally adds value. Californialand Joined February 2025-
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I don't know what is more insane. The OP or the reply. This app is crazy.
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For errrbody out there horny to deploy your ret accts into RE funds run by Blackstone and KKR, I have one thing to say to you:
Ok this one is pretty good
Hilarious. Great writing.
This is embarrassing
Out of state group expands into CA and their first project is a hairy entitlement deal Me:
donkeyDdevelops retweeted
The CHIPS ACT passed in ‘22 earmarking $50B to semiconductor R&D and manufacturing. It’s hard developing foundries and these facilities are far more complex than data centers. Clean rooms, DI water, chillers, arsenic grinders, and steam power plants make design-build…
Whenever a broker gets named to any kind of "Best of" list
Same market, location, deal size, and going-in YoC (say 6.5%), would you rather: 1) Be building Class A apts (taking const risk) or 2) Be buying Class B/C apts (moderate L-to-L) Assume same hold period and no rent control
You'd think these people charge by the word
Just did this and can confirm
TIL about knob and tube wiring in old buildings. Crazy.
Based on this and the general vibes from LA ppl, is LA where SF was like ~18 months ago? Maybe I'm being too contrarian, but seems like rn is interesting time to buy small existing MF not subject to ULA. Just seems like everyone is running scared from that mkt.
Based on this and the general vibes from LA ppl, is LA where SF was like ~18 months ago? Maybe I'm being too contrarian, but seems like rn is interesting time to buy small existing MF not subject to ULA. Just seems like everyone is running scared from that mkt.
Every bro who listens to one podcast episode and wants to base an entire investment strategy around it
Feeling seen!
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